Created by Audrey Liu
Global big‑tech earnings, deals, product launches, and regulatory updates for investors
Explore the latest content tracked by Tech Stocks Radar
PANW's 60% ARR growth signals AI dominance, yet the $21.1B CyberArk acquisition and 21.5x sales multiple raise sustainability questions around its 38.5% adjusted FCF margin amid near-term GAAP dilution.
Samsung Foundry's advances put TSMC's 70% market share on the verge of breaking, intensifying foundry competition and pressuring the semiconductor supply chain.
Meta is reviewing a paid-in capital increase to secure funding for its $145 billion AI infrastructure investment this year, following Alphabet's $85...
Zscaler's 32% post-earnings plunge may prove excessive as the cybersecurity firm transitions to usage-based pricing to capture surging AI agent...
NVIDIA and TSMC are bringing AI into semiconductor fabs to advance design and manufacturing.
Nvidia CEO Jensen Huang's meetings with Krafton and NC leaders in Seoul spotlight gaming partnerships for physical AI and humanoid robotics development, including RTX platform integrations in PUBG Ally and Aion 2.
California AG Bonta is weighing a suit to block Paramount's $110B Warner Bros. deal while pursuing active antitrust cases against Amazon, even as...
Purdue and Taiwan-based GCCS inked a five-year MOU to jointly advance silicon carbide crystal growth and create academic-industry workforce programs,...
TSMC's CoWoS capacity remains sold out through 2026 despite 10x growth to 130,000 wafers monthly, with Nvidia locking up 60% of global supply. This...
Broadcom's AI product launches and partnerships like the 50G PON SoC and FuriosaAI tie-up have powered 40% 90-day returns, yet the 84.7x P/E sits well above the 66.9x industry average even as the most-followed narrative pegs fair value at $480.
Snowflake reported Q1 FY2027 results for the quarter ended April 30, 2026, sending shares up over 36%. The sharp post-earnings move underscores Wall Street's positive surprise at the print.
IBM and Google Cloud launched a new Google Cloud Practice combining IBM Consulting Advantage and thousands of certified consultants with Gemini...
Apple will retain the compact M4-era 5x5-inch chassis for the M5 Mac mini lineup, focusing silicon upgrades on AI performance instead.
China's supply chains are stabilizing global AI infrastructure with dominant optical module and chip production.
Adobe reports Q2 results June 11 with focus on whether generative AI converts to revenue.
Key metrics to watch:
Similarweb expanded its Perplexity partnership on June 3, integrating digital market and consumer data directly into Perplexity’s AI workflows for...
F-Secure is shifting focus to its tier one partner business (just 2-2.5 years old) for growth after years of low expansion.
